How big is CU Strategic Planning's plan?

CU Strategic Planning's plan reported $2.5M in assets and 34 participants for 2023.

Original filing (PDF)20240524074909NAL0009942576001

CU Strategic Planning

Name: CU Strategic Planning — CU Strategic Planning 401(k), Form 5500 (2023)
Creator: CU Strategic Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CU Strategic Planning 401(k) Plan

401(k) retirement plan · CU Strategic Planning's CU Strategic Planning 401(k) Plan held $2.5M in plan assets for 34 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kathleen Falotico signed CU Strategic Planning's 2023 Form 5500 as plan administrator.

Kathleen Falotico — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CU Strategic Planning's EIN is 46-2028349.

EIN 46-2028349

Plan number 001

Plan year 2023

ACK ID 20240524074909NAL0009942576001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for CU Strategic Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

CU Strategic Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CU STRATEGIC PLANNING.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off